Charitable Insights
Our monthly e-newsletter, Charitable Insights, explores concepts and resources to support your work in incorporating generosity planning into your practice. Subscribe to our free e-newsletter by filling out the form below. You will receive an email confirmation of your enrollment.
2022 Issues
2021 Issues
- January: Toni Homann & Steve Becker: Joint fieldwork brings expertise and tax advantages to clients
- February: Ryan Eckhardt & Anthony Spangler: Charitable planning as a portfolio rebalancing tool
- April: Bridgit Holly & Brook Williams: Teaming up for the White Dinosaur Trust
- May: Jimmy Moore: Endowment funds: Giving for the future
- June: Nancy Hansen: How to pivot charitable conversations
- July: Katie Garber: Six ways to introduce clients to charitable planning
- September: Kathleen North: Gift annuity is a "delightful surprise" of generosity
- October: Helping your clients prepare for year-end